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JDVCX vs RLBCX
JDVCX vs RLBCX Comparison
Open Charts JDVCX vs RLBCX
JPMorgan Diversified C
Price$14.96
Change+$0.20 (+1.36%)
VolumeN/A
Net Assets436.3M
American Funds American Balanced R3
Price$33.48
Change+$0.43 (+1.30%)
VolumeN/A
Net Assets226.9B
JDVCX vs RLBCX Comparison Chart
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JDVCX vs. RLBCX commentary
Apr 25, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is JDVCX is a Buy and RLBCX is a Buy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 227B vs. JDVCX (436M). JDVCX pays higher dividends than RLBCX: JDVCX (1.86) vs RLBCX (1.69). JDVCX was incepted earlier than RLBCX: JDVCX (22 years) vs RLBCX (23 years). JDVCX (1.74) is less costly to investors than RLBCX (0.89). RLBCX is a more actively managed with annual turnover of: 171.00 vs. JDVCX (63.00). RLBCX has a lower initial minimum investment than JDVCX: RLBCX (250) vs JDVCX (1000). RLBCX annual gain was more profitable for investors over the last year : 3.84 vs. JDVCX (2.36). RLBCX return over 5 years is better than : 33.97 vs. JDVCX (9.39).
| JDVCX | RLBCX | JDVCX / RLBCX | |
| Total Expense Ratio | 1.46 | 0.89 | 164% |
| Annual Report Gross Expense Ratio | 1.74 | 0.89 | 196% |
| Fund Existence | 22 years | 23 years | - |
| Gain YTD | -2.801 | -1.616 | 173% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 436M | 227B | 0% |
| Annual Yield % from dividends | 1.86 | 1.69 | 110% |
| Returns for 1 year | 2.36 | 3.84 | 62% |
| Returns for 3 years | 4.64 | 13.60 | 34% |
| Returns for 5 years | 9.39 | 33.97 | 28% |
| Returns for 10 years | -3.68 | 44.52 | -8% |